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$PTLO

BULLISH2026-08-19
Price around the call
↑ 2026-08-19
By horizon✗ miss-23.5%
1d
✓ +3.8%
5d
✗ -7.2%
21d
✗ -23.5%
Original post
Alex Morris (TSOH Investment Research) · 2026-08-19

"We opened too many restaurants, too quickly, and too close together in Texas. In Houston, we opened five restaurants in the space of a year within a circle with a radius of 20 miles... We know people will drive a lot further than that to come to Portillo's. Each successive restaurant divided up the demand more and more, until we had five restaurants that did about the volume we would've expected had we only opened two restaurants." $PTLO

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